Add Phone Number in the New Client Onboarding Checklist with ease Gratis
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The best feature is that you can email documents to vendors and have them electronically sign them and then email them back.
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We have a lot of vendors that work outside of the office so having a system where they can sign electronically is such an awesome feature!
The best feature is that you can email documents to vendors and have them electronically sign them and then email them back.
What do you dislike?
I don't think there is anything to dislike. When my company paid for me to have this I felt like I was in Heaven!
Recommendations to others considering the product:
If you are having issues getting signatures with your drivers- look no further! This is it! So easy to use and send and Drivers can send the signed documents back!
What problems are you solving with the product? What benefits have you realized?
We have a lot of vendors that work outside of the office so having a system where they can sign electronically is such an awesome feature!
2019-04-23
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2020-08-14
sometimes the app freezes and takes a few minutes to load which can be inconvenient when files are needed quickly. Also some features also drag for example the signature portion. Overall great app which I use daily for my work.
2020-05-19
Add Phone Number in the New Client Onboarding Checklist
The 'Add Phone Number' feature streamlines the onboarding process for new clients, making communication smoother and more efficient. By collecting phone numbers early, you set the stage for effective interaction and support.
Key Features
Easily collect phone numbers during the onboarding process
Integrate phone number field into existing checklists
User-friendly interface for quick data entry
Automated reminders for follow-ups via SMS
Secure storage of client information
Potential Use Cases and Benefits
Enhance client communication by having direct contact options
Improve response times for client inquiries or support requests
Streamline the onboarding process for a better client experience
Facilitate appointment reminders and confirmations via text
Build a database for future marketing outreach
This feature solves the common issue of delayed communication with new clients. By adding phone number collection to your onboarding checklist, you ensure that you can reach clients promptly with important updates or support. Ultimately, you create a more engaging and responsive onboarding experience that fosters trust and satisfaction.
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